My call for Friday’s close (po-To The Moon - Tiger Brokers Online Investing Community - To The Moon

My call for Friday’s close (post-earnings):
$140–$160 is the highest-probability outcome.

Why:
The market is already pricing a large move. A clean beat on revenue and EPS is likely, but to push above $160, Palantir needs clearly upgraded 2026 guidance and strong commentary on US commercial AI momentum. A “beat but guide inline” outcome usually caps upside. Below $140 only comes into play if guidance disappoints or macro risk-off intensifies.

Will Palantir stage a comeback?
Yes, but it is more likely a grind, not a vertical move. Fundamentals remain intact and the sell-off looks positioning-driven, not thesis-breaking.

Is $200 easy to hit in 2026?
No. Possible, but not easy. It requires sustained commercial growth acceleration, expanding margins, and a supportive macro for high-multiple AI software. One earnings print alone will not get it there.

Bottom line:
Near term range-bound volatility; medium-term upside still alive if execution continues.

Palantir Beats & Jumps %10! Restart Bull Run in 2026?

Palantir delivered a Q4 earnings beat and issued upbeat guidance, reinforcing its position as a direct beneficiary of accelerating AI adoption. Demand remains strongest from U.S. government and defense customers. After a sharp drawdown earlier in the year, the results helped restore confidence that Palantir’s growth is driven by real enterprise and government AI spending. Shares jumped 7% in overnight trading. Can government-led AI demand sustain growth into 2026? Is Palantir entering a durable re-rating or just a relief rally?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Restart Bull Run in 2026?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":d56f39a900b34be785ee5cd741af8063}&rnconfig={\"headerBarHidden\": true}","description":"Palantir delivered a Q4 earnings beat and issued upbeat guidance, reinforcing its position as a direct beneficiary of accelerating AI adoption. Demand remains strongest from U.S. government and defense customers. After a sharp drawdown earlier in the year, the results helped restore confidence that Palantir’s growth is driven by real enterprise and government AI spending. Shares jumped 7% in overnight trading. Can government-led AI demand sustain growth into 2026?\nIs Palantir entering a durable re-rating or just a relief rally?","image":"https://community-static.tradeup.com/news/8d764a37d463d0041ad56c2f80207338"}],"images":[],"coverImages":[],"html":"<html><head></head><body>My call for Friday’s close (post-earnings):\n<br>\n $140–$160 is the highest-probability outcome.\n<p></p>\n<p>Why:<br>\n  The market is already pricing a large move. A clean beat on revenue and EPS is likely, but to push above $160, Palantir needs clearly upgraded 2026 guidance and strong commentary on US commercial AI momentum. A “beat but guide inline” outcome usually caps upside. Below $140 only comes into play if guidance disappoints or macro risk-off intensifies.</p>\n<p>Will Palantir stage a comeback?<br>\n  Yes, but it is more likely a grind, not a vertical move. Fundamentals remain intact and the sell-off looks positioning-driven, not thesis-breaking.</p>\n<p>Is $200 easy to hit in 2026?<br>\n  No. Possible, but not easy. It requires sustained commercial growth acceleration, expanding margins, and a supportive macro for high-multiple AI software. One earnings print alone will not get it there.</p>\n<p>Bottom line:<br>\n  Near term range-bound volatility; medium-term upside still alive if execution continues.</p></body></html>","htmlText":"<html><head></head><body>My call for Friday’s close (post-earnings):\n<br>\n $140–$160 is the highest-probability outcome.\n<p></p>\n<p>Why:<br>\n  The market is already pricing a large move. A clean beat on revenue and EPS is likely, but to push above $160, Palantir needs clearly upgraded 2026 guidance and strong commentary on US commercial AI momentum. A “beat but guide inline” outcome usually caps upside. Below $140 only comes into play if guidance disappoints or macro risk-off intensifies.</p>\n<p>Will Palantir stage a comeback?<br>\n  Yes, but it is more likely a grind, not a vertical move. Fundamentals remain intact and the sell-off looks positioning-driven, not thesis-breaking.</p>\n<p>Is $200 easy to hit in 2026?<br>\n  No. Possible, but not easy. It requires sustained commercial growth acceleration, expanding margins, and a supportive macro for high-multiple AI software. One earnings print alone will not get it there.</p>\n<p>Bottom line:<br>\n  Near term range-bound volatility; medium-term upside still alive if execution continues.</p></body></html>","text":"My call for Friday’s close (post-earnings): $140–$160 is the highest-probability outcome. Why: The market is already pricing a large move. A clean beat on revenue and EPS is likely, but to push above $160, Palantir needs clearly upgraded 2026 guidance and strong commentary on US commercial AI momentum. A “beat but guide inline” outcome usually caps upside. Below $140 only comes into play if guidance disappoints or macro risk-off intensifies. Will Palantir stage a comeback? Yes, but it is more likely a grind, not a vertical move. Fundamentals remain intact and the sell-off looks positioning-driven, not thesis-breaking. Is $200 easy to hit in 2026? No. Possible, but not easy. It requires sustained commercial growth acceleration, expanding margins, and a supportive macro for high-multiple AI software. One earnings print alone will not get it there. 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